John O'Brien Email & Phone Number

Greater San Diego Area

- Consistently and accurately prepare reports for daily business activities and cash flows- Reconcile Transaction Closeout Report with daily guest transactions in compliance with accounting policy- Analyze running customer volume levels relative to revenue generated in order to project future activity and appropriate pricing strategy- Prepare, receive and audit account receivable invoices- Professionally and quickly resolve and deescalate critical service issues- Drive customer engagement, retention and satisfaction through delivery of excellent service- Coordinate seamless service delivery and awareness of service issues among team members

Greater San Diego Area

- Recruited and enrolled online students for Ashford University’s undergraduate online degree programs- 78% Student Retention &Progression Ratio- Followed up on prospective student information requests to counsel prospective students on the admissions process and opportunities available at Ashford - Provided ongoing student support and guidance to ensure efficient completion of the enrollment process and transition into designated degree program- Utilized Talisma CRM to efficiently manage and process student inquiry workflow

Greater San Diego Area

- Sold annuities and long term care insurance- Maintained relationships with company reps- Client outreach- Dealt with incoming client service calls- Delivered account information to current and potential customers- Distributed client statements

Greater San Diego Area

- General office administration for principle- Timely and accurate follow up on new business and account management tasks necessary to develop client relationships and the customer relationship database- Client needs analysis in preparation for determining appropriate life/health insurance products, carriers and plan designs for individual clients, businesses and their employees- Handling claim problems for clients and their employees, making changes to accounts; such as adding and removing members from group plans and assisting with replacement coverage like COBRA- Public outreach and engagement with Mayors, City Council members, heads of the Sherriff’s Department, Public Utility officials, and San Diego County business and political leaders- Participation in Chambers of Commerce business and events- Received certification to assist applicants for Healthy Families and CHIP-California Licensed Life and Health Underwriter-Contributed to receipt of the Santee’s 2006 Small Business of the Year award

Bachelor'S Degree, Economics

Education record